Steve Jones

EXPERIENCE
I have spent the last decade helping self-employed people, small business owners and everyday Australians achieve their financial goals. My passion is educating and assisting individuals, families and business owners on strategies that create financial abundance over time and how they can minimise their risks along the way.

KEY QUALIFICATIONS
Bachelor of Social Science and have completed ASIC’s legislative requirements to provider advice on insurance broking, risk management, managed investments, superannuation & retirement planning, including self-managed superannuation and investment & taxation planning. Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam, an Advanced Diploma of Financial Planning, an active member of the Association of Financial Advisers (AFA) and I am currently completing a Masters of Financial Planning at Griffith University.

WHY HERE, WHY THIS?
I joined the Sherrin Partners team in 2022 along with my ClearFP business, clients and team members. I am looking forward to continuing to provide clients with the same quality of advice and service that ClearFP clients are accustomed to with the sufficient scale Sherrin Partners can offer.

BEYOND SHERRIN PARTNERS
When I’m not at work, I enjoying spending time with my wife, children and grandchild or watching AFL.